Exhibitors Who Make XYPN LIVE Happen

XYPN LIVE is the full-day exhibit hall experience you won’t find anywhere else. That’s because every industry innovator in the Exhibit Hall has been hand-picked by our team, so you don’t have to independently vet each new technology that comes onto the scene—that’s our job. 

If you’re looking for ways to dig deeper and maximize your current tech stack—or you’re looking for your next great partner as you scale—the XYPN LIVE Exhibit Hall is designed for you. It’s the space where fee-only advisors come together to reimagine their approach, reconnect with their vision, and get inspired by the experts, exhibitors, team, and support staff that are dedicated to making trusted financial advice accessible.

So, in 2025, more than 75 companies will come to Austin to power the XYPN LIVE experience and help you stay ahead of the curve. 

The Platinum, Power, Party, Blue, and Green sponsors go above and beyond to help make XYPN LIVE possible for advisors. Their financial commitment and significant physical presence at XYPN LIVE show a deep appreciation for the impact our members are having on the industry. These are the technology, service, and solutions providers who have shaped their businesses to make sure they’re aligning with the needs of XYPN members.

Interested in exhibiting? Check out the opportunities and experience authentic attendee engagement as an exhibitor at XYPN LIVE.

So, what companies can you expect to see?

LLiS | Platinum Sponsor, Founding National Sponsor

Our Mission: 

No matter the setting, our mission is to continue to be the advisor’s insurance advisor®. LLiS is an extension of fee-only financial advisor firms. We work with fee-only advisors and their clients to find the right insurance solution by recommending the best solutions for their clients based on their individual needs, using low-load permanent life insurance and annuities when possible through a high-touch, high-tech approach. 

How we help advisors:

LLiS is the advisor’s trusted partner for finding the right insurance solutions for clients, offering ongoing service and support for the life of your clients' policy. Licensed in all 50 states, LLiS is equipped to assist advisors and their clients regardless of their location now or in the future. They deliver a full suite of competitive solutions and unique advantages to meet you—and your clients—where you are.

Why XYPN LIVE attendees should stop by our booth:

You may have heard our name, so stop by our booth and meet some of the friendly faces of the LLiS team. Like you, no one on our team accepts commissions, referral fees, or kickbacks because our mission is to provide the best solutions for your clients. Check out the best ways to connect with LLIS and earn trust at every step of the way—including compensation transparency—at XYPN LIVE.

Charles Schwab | Platinum Sponsor, National Sponsor

Our mission:

Charles Schwab & Co., Inc. is a leading provider of comprehensive brokerage and custody services, serving over 15,000 fee-for-service, independent RIAs. With an advanced technology platform and outstanding support, Schwab allows advisors to run their firms more efficiently.

XYPN members benefit from an enhanced support structure, discounted trading, and free FIX Flyer Trading, among other benefits —all included in membership.

How we help advisors:

Schwab waves the typical launching hurdles for advisors making it possible for over 2,100 XYPN members to design custom portfolios, integrate their tech stack with Docusign, Schwab Advisor Center, Schwab Alliance, and Data Security, and tap Schwab’s Talent Resource Center to find qualified talent for your growing firm, all included in membership. XYPN members also receive access to Schwab’s custodial platform, an enhanced support structure, and access to all the tools Schwab provides—all included in membership. 

Why XYPN LIVE attendees should stop by our booth:

XYPN is one of Schwab’s largest and fastest-growing relationships. TL;DR XYPN members are recognized as a critical part of Schwab’s institutional custody platform and receive special treatment. 

These materials have been independently produced by XY Planning Network. XY Planning Network is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. XY Planning Network members provide investment advice, while Schwab maintains custody of assets in a brokerage account and will effect transactions for your clients’ account on your instruction.

Dimensional Fund Advisors | Platinum Sponsor

Our mission:

Dimensional Fund Advisors believes investors can have a successful investment experience without having to beat the market. The Dimensional investment philosophy applies financial science to investing, which means the assets they manage represent more than shares in a portfolio. Those assets represent an investor's dream—a responsibility that guides their mission of delivering a better investment experience and transparent, reliable investment solutions.

How we help advisors:

As a financial advisor, your focus is on delivering the best investment experience to your clients that aligns with their values and goals. Working with Dimensional gives you the opportunity to provide an investment experience clients can stick with in good times and bad. Dimensional’s financial advisor software provides the resources to scale a sustainable business. XYPN members receive fast-tracked priority onboarding to DFA, and flat $9.99 trades of DFA funds on the Schwab platform. 

Why XYPN LIVE attendees should stop by our booth:

Dimensional has a culture of continuing education, innovation, and a “do the right thing” attitude—a culture shared by members of XYPN. Dimensional provides XYPN advisors with the support they need to grow their business sustainability and deliver peace of mind to their clients. If you could benefit from this support and you're interested in learning more about our mutual funds, ETFs, and separately managed accounts, we invite you to stop by our booth to hear about our virtual onboarding process.

What we're most looking forward to at XYPN LIVE:

The Dimensional team always enjoys meeting the inspiring advisors that XYPN attracts. We love hearing about each advisor's journey leading up to the point when they decided to launch their RIA, and what dreams they and their clients hold for the future. We hope we can learn more about your business and how we can best support you moving forward.

Betterment Advisor Solutions | Power Sponsor

Our mission:

Betterment Advisor Solutions is the leading, all-in-one custodial platform for independent RIAs. We combine an end-to-end custodian with an automated back office, robust portfolio management software, and high-touch support to power advisor businesses, helping them streamline operations and serve more clients, more efficiently, across cash, investing, and 401(k)s.

 

How we help advisors:

Betterment for Advisors is an all-in-one technology platform that can help advisors of any size streamline portfolio management and direct their services in a more cost-effective way. Advisors can utilize a marketplace of expert-built portfolios from our in-house team and third-party portfolios from leading asset managers. Access research, compare, and personalize models to streamline your process without compromising performance. It's a win-win.

Why XYPN LIVE attendees should stop by our booth:

Empowering advisors to do what's best for their client's money is Betterment’s bread and butter. As XYPN members create the firm of their dreams, maintaining autonomy is a key priority. Betterment makes that possible while offering portfolio management, back office integration, client experience, cash management, and advise 401(k) plans that put time back into your day.

 

Jump Advisor Solutions | Power Sponsor

Our mission:

Jump is the leading Advisor AI for Meetings used by advisor teams to reduce meeting admin time by 90% while elevating advisor and client experience. Jump automates meeting prep, notes, tasks, recap emails, and more, all synced to your CRM in one click. 100% customizable, secure & compliant, and made only for advisors. 

 

How we help advisors:

Jump's software enables the AI-enhanced client meeting cycle, helping advisors cut meeting admin time by up to 90% and elevating the client and advisor experience. Jump puts pre-meeting prep, CRM updates, audit-friendly meeting notes, financial planning data extraction, tasks and workflows, client recap emails, and more on AI autopilot - all in the advisor's individual style.

Why XYPN LIVE attendees should stop by our booth:

As a finalist in the XYPN LIVE 2024 Advice Tech Competition, Jump was one of six innovative solutions that empowered planners to run better businesses and actively engage clients in co-creating their financial plans. As one of the most in-demand applications of AI, Jump is a platform built specifically with real planners in mind. Try 5 meetings for free by emailing "XYPN" to hello@jumpapp.com.

 

Starkweather & Shepley and Markel | Blue Sponsor

Our mission:

Markel: Markel’s product philosophy is a simple one. Insurance is a good-faith contract. If you are straightforward, honest, and upfront in how you represent yourself and your practice to us...and if we agree to underwrite you as a risk, then we have a duty to protect you as outlined in our policy

Starkweather & Shepley: Starkweather & Shepley is committed to serving our clients, colleagues, and community. We are proud to provide our clients with relentless advocacy, thoughtful counsel, and service that benefits our clients' associates then, now, and always.

How we help advisors:

Markel: Markel offers Professional Liability insurance—coverage, including E&O Insurance for RIAs and financial planners, is written for your benefit. We have over 30 years of industry experience and expertise in understanding the ins and outs of professional insurance coverage. Your firm needs insurance coverage developed for financial service professionals to protect you, your firm, and your assets because the details are important.

Starkweather & Shepley: Your personal insurance requirements and exposure to risk are different from those of your neighbors. We offer a full range of cost-effective insurance for start-ups and established enterprises. Let our experienced team customize a solution for you, your family, and your firm.

Why XYPN LIVE attendees should stop by our booth:

Markel: At Markel, we believe service is an important aspect of our coverage. If you have a question, we owe you an answer—and not just a quick one, but a thorough one. XYPN members can access a members-only E&O (Errors and Omissions) insurance policy through Markel, administered by Starkweather and Shepley Insurance Brokerage. The policy has tiers to meet firms with revenue below $250k, 750k, and $2 million. 

Starkweather & Shepley: Today, Starkweather & Shepley is still redefining excellent customer service and what insureds should expect from their insurance broker. Talk to us. We’ll be listening.

Altruist | Green Sponsor

Our Mission: 

Altruist’s mission is to offer a modern custodian partnership focused on serving independent advisors rather than competing with them. It’s an ecosystem where everything is designed for RIAs. 

How we help advisors:

Altruist is a custodial platform made for modern financial advisors who value simplicity. We have combined the essential pieces of software needed to manage your RIA inside our platform to help you save time and lower costs. You get a seamless, fast, and delightful user experience. Spend less time managing your software and more time taking care of your clients.

Why XYPN LIVE attendees should stop by our booth:

XYPN members are building their firms on their terms. Altruist’s driving mission supports just that: offering the freedom to grow your business, your way. Stop by their booth at XYPN LIVE to see how Altruist brings together brokerage and easy-to-use software.

Vert Asset Management | Green Sponsor

Our mission:

Our mission is to make sustainable investing easier. In a perfect world, investors would have good, sustainable fund choices for all of the asset classes in their portfolio. The choices investors make can shape our world. The more sustainable choices investors make, the more sustainable our world will become.

Our vision is a world in which more money is invested in sustainability, and companies are encouraged to adopt a triple bottom line, where they look after People, Planet, and Profit.

How we help advisors:

Vert Asset Management is a dedicated sustainable investment manager.  We work in close consultation with academic experts to create investment products that work for the wealth management community. Vert combines sustainability research and a disciplined rules-based process to deliver funds that seek to achieve investors’ twin goals of sustainability and market rates of return.

Why XYPN LIVE attendees should stop by our booth:

By stopping by, attendees can learn how Vert Asset Management can help them integrate sustainable investing into their practices and better serve clients interested in this area.

XYPN LIVE is not your typical financial advisor conference, and you can feel it when you’re there. By making sure LIVE is about the advisors who attend, and by vetting exhibitors so only those we think are truly innovating for you are present, we’ve been able to consistently host the most impactful advisor conference in the country. 

So, come join us again this year for learning, community building, and innovation! If you’re going to find the next concept, system, or technology to transform your business this year, we know you’ll do it at XYPN LIVE!

Learn more about our XYPN LIVE Exhibit Day, and if you haven't already, be sure to grab your pass for XYPN LIVE—you can attend in person in Austin or virtually!